Vyzer

Family offices managing dozens of private investments across LLCs, trusts, and IRAs often carry a quiet operational tax: reconciling capital call notices, chasing distribution confirmations, and manually updating spreadsheets that are stale by the time anyone reads them. Vyzer was built specifically to eliminate that overhead. Founded by entrepreneurs who faced the same fragmentation after their own liquidity events, the platform aggregates traditional accounts, alternative investments, real estate syndications, private equity, crypto, and collectibles into a single dashboard structured around the legal entities that actually hold the assets.

For family offices and RIAs, Vyzer offers a dedicated professional tier with features individual investors do not access by default:

• Role-based permissions and multi-client oversight across entities
• White-labeled dashboards for client-ready reporting
• AI document parsing (branded "Magic Box") that extracts figures from K-1s, fund statements, and rental agreements
• Cash flow scenario modeling with alerts on capital calls and distribution shortfalls
• Connections to over 20,000 financial institutions via Plaid and Akoya
• A migration concierge service targeting go-live within approximately 60 days

One multi-family office testimonial on the site cites a 43% average reduction in manual data work across a 27-firm sample, though that figure appears only in the family office marketing section and is not independently corroborated. Pricing for professional plans is not publicly disclosed and requires a direct conversation with the sales team. Individual tiers are published and range from free to $795 per month, but family office and RIA pricing sits outside that structure. Vyzer's flat annual license model, with no AUM-based fees, is a meaningful structural difference for firms watching margin as AUM grows. Offices that need deep accounting, tax preparation, or general ledger functionality will need to pair Vyzer with a dedicated accounting system.

• Aggregate and track portfolios across traditional and alternative asset classes in one dashboard
• Structure and manage assets by legal entity including LLCs, trusts, and IRAs
• Monitor capital calls, distributions, and cash flow with real-time projections and alerts
• Parse and extract data from financial documents including K-1s and fund statements
• Generate client-ready performance reports and balance sheets
• Manage multi-client or multi-entity oversight for family offices and RIAs

• Magic Box AI document parsing for financial statements and K-1s
• Cash flow scenario modeling with inflow and outflow projections
• Role-based permissions and multi-client portfolio oversight
• White-labeled dashboards for client reporting
• Capital call and distribution tracking with expected-versus-actual matching
• AI-powered portfolio Q&A for instant answers on IRR, cash flow by entity, and more
• Connections to 20,000+ financial institutions via Plaid and Akoya
• Personal financial statement, balance sheet, and investment summary report generation
• Investor benchmarking against similar portfolio structures
• Mobile app for iOS and Android

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Advisors / Wealth Advisors (RIA).

Live chat support, personalized guidance, Zoom onboarding sessions, dedicated advisor help desk targeting under 2-hour response, and ongoing data curation team for professional plans

Approximately 60 days for family offices and RIAs via migration concierge; individual users can connect accounts and upload documents with portfolio overview available within 48 hours